🔴 Urgent: Shock in US job data.. Unemployment jumps to the highest level in 4 years, and "catastrophic revision" for October confuses the Fed! 🇺🇸📉🚫
The delayed US job data for November 2025 has finally been released, and the numbers paint a highly complex economic picture for the current administration of President Donald Trump and the financial markets.
The report carries "a poison in the honey"; an apparent improvement that hides a real deterioration in the labor market.
📊 Highlights from the Report (The Language of Numbers):
1️⃣ Positive Surprise (Apparent): The U.S. economy added 64,000 jobs in November, surpassing the pessimistic expectations of only 40,000 jobs.
2️⃣ The Real Shock (October Revision): The joy over the previous number evaporated immediately upon looking at the October revision, where the numbers were adjusted to reflect a loss of 105,000 jobs all at once! (confirming that last month was catastrophic by all measures).
3️⃣ Unemployment Spike: The unemployment rate rose sharply and worryingly from 4.4% to 4.6%, exceeding expectations (4.5%) and reaching its highest level in over 4 years.
💡 The Shocking Summary (Interest Rate at Risk):
Despite the rise in unemployment (which usually calls for a rate cut), the "main outcome" that the market reads from this report is:
"November data firmly closed the door on the possibility of an interest rate cut in January."
It seems that exceeding expectations in job creation (64,000) has given the Fed an excuse to slow down, considering that the economy still has some resilience despite the declines.
📉 Market Interaction:
A state of anticipation and caution dominates the indicators ($SPY,
QQQ) and the dollar (QQQ) and the dollar(
USD) and gold ($GLD), as investors reprice the interest rate path for 2026.
Join us.. Do you think the Fed is making a mistake by ignoring the rise in unemployment to 4.6%?